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JPMorgan Chase
JPM

1,598 hedge funds and large institutions have $146B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,598 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.12% more ownership

Funds ownership: 0% → 73.12% (+73%)

4% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.39B

Holders
1,598
Holders Change
+1,598
Holders Change %
–
% of All Funds
52.14%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
% of All Funds
12.01%
New
1,598
Increased
–
Reduced
–
Closed
–
Calls
$2.48B
Puts
$2.39B
Net Calls
+$87.7M
Net Calls Change
+$87.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1576
TD Capital Management
Tennessee
$23K +$21.8K +429 New
UB
1577
UMB Bank
Missouri
$22.4K +$21.6M +424,922 New
OWP
1578
Obermeyer Wealth Partners
Colorado
$22K +$21.6K +425 New
AFIA
1579
America First Investment Advisors
Nebraska
$20K +$19.4K +382 New
FNBOO
1580
First National Bank of Omaha
Nebraska
$18.7K +$18M +354,995 New
BWM
1581
Baystate Wealth Management
Massachusetts
$18K +$17.3K +341 New
PWAG
1582
Polaris Wealth Advisory Group
California
$17K +$16.4K +322 New
EMA
1583
Efficient Market Advisors
California
$16K +$15.3K +300 New
NHFG
1584
New Harbor Financial Group
Massachusetts
$16K +$15.3K +300 New
SAM
1585
Solaris Asset Management
New York
$16K +$15.3K +300 New
CP
1586
Corbenic Partners
Pennsylvania
$15K +$14K +275 New
JT
1587
Jump Trading
Illinois
$12K +$11.5K +227 New
EU
1588
Emory University
Georgia
$11K +$10.2K +200 New
PFG
1589
Piershale Financial Group
Illinois
$11K +$10.3K +203 New
AWMS
1590
Advocacy Wealth Management Services
Georgia
$11K +$10.7K +211 New
LM
1591
Lincluden Management
Ontario, Canada
$9.6K +$9.24M +181,838 New
PFG
1592
Pacific Financial Group
Washington
$9K +$9.51K +187 New
NMLIC
1593
Northwestern Mutual Life Insurance Company
Wisconsin
$8K +$7.37K +145 New
NCM
1594
Nelson Capital Management
California
$6K +$5.34K +105 New
FA
1595
Financial Advantage
Maryland
$5K +$5.08K +100 New
MBE
1596
Michael B. Elefante
$4K +$3.86K +76 New
CFA
1597
Camarda Financial Advisors
Florida
$4K +$4.07K +80 New
WSC
1598
Wellington Shields & Co
New York
$904 +$870K +17,119 New
PCMK
1599
Paragon Capital Management (Kansas)
Kansas
$215 +$208K +4,088 New
NDSI
1600
Newman Dignan & Sheerar Inc
Rhode Island
$150 +$1.45M +28,453 New
61 62 63
64
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JPM Hedge Fund Activity: Q2 2013 in Review

1,598 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2013, worth a combined $146B.

Buyers outnumbered sellers: 1,598 funds opened new JPM positions and 0 closed out — a net gain of 1,598 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,598 institutional investors held JPMorgan Chase (JPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $146B of JPMorgan Chase stock for Q2 2013.
  • 1,598 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +1,598 holders.

Based on aggregated 13F filings for Q2 2013.